Funds That Provide Income And Growth
When deciding to put money away, most people do so with a view that the investment will grow their capital over the long-term and generate regular income. After all, the idea of saving is to ensure that your money works for you and gives you flexible options that cater to your potential needs.
Prowess offers a variety of income and growth products suitable for different needs whether for personal or business purposes. You can choose a product that suits your investment horizon, risk and return objectives.
Prowess Bond 27Four Fund
Investor Profile
For investors who take a long-term view and desire capital growth over the medium to long-term, achieving above inflation returns while providing a regular income stream.
Fund Description
The fund aims to produce returns that are superior to the FTSE/JSE All Bond Index (ALBI) by seeking investment opportunities in the fixed income market that enhance yield and provide growth. The investment strategy combines a top-down strategic long-term market view with bottom-up security selection as performance enhancing strategies.
The fund invests in a diversified range of fixed interest securities that have a good performance relative to the market. These include government; semi-government and corporate bonds; fixed deposits; money market; and other interest-bearing securities.
Fund Fact Sheets
- Prowess Bond 27Four Fund – August 2024
- Prowess Bond 27Four Fund – September 2024
- Prowess Bond 27Four Fund – October 2024
Fund Managers
Minimum Investment
R500 monthly debit order or a lump sum of R5000
Prowess Capped Swix 40 27Four Tracker Fund
Investor Profile
For investors who wish to participate in the stock market with a long-term view to building wealth. The typical investor has a longer investment horizon and is not sensitive to short-term market fluctuations.
Fund Description
The fund tracks the FTSE/JSE Capped SWIX Top 40 Total Return Indexand is designed to provide investors with income and capital growth in the medium to long-term. The fund invests in a diversified range of physical equity securities and sub-indices, closely following the composition of the underlying index. It can also use derivatives to gain synthetic exposure to the index. It builds a diversified fund with a low tracking error relative to the underlying index.
Fund Fact Sheets
- Prowess Capped Swix 40 27Four Fund – August 2024
- Prowess Capped Swix 40 27Four Fund – September
- Prowess Capped Swix 40 27Four Fund – October 2024
Fund Managers
Minimum Investment
R500 monthly debit order or a lump sum of R5000
Prowess Balanced 27Four Fund
Investor Profile
For investors who take a medium to long-term view and wish to achieve capital growth and income by diversifying their risk across different local asset classes such as cash, fixed income securities and equities.
Fund Description
The fund combines a diverse range of investments and risk profiles and is designed to deliver a consistent performance against the benchmark. The portfolio is managed across various asset classes and invests in local equities, local bonds, and cash products. It is benchmarked on a combination of the STEFI, FTSE/JSE All Bond Index (ALBI) and FTSE/JSE All Share Index (ALSI) indices and aims to achieve long-term capital growth.
Fund Fact Sheets
- Prowess Balanced 27Four Fund – August 2024
- Prowess Balanced 27Four Fund – September 2024
- Prowess Balanced 27Four Fund – October 2024
Fund Managers
Minimum Investment
R500 monthly debit order or a lump sum of R50D
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